Creative Planning
LMRK

Creative Planning’s Landmark Infrastructure Partners LP Common Units LMRK Stock Holding History

Creative Planning’s Portfolio LMRK Stock Details LMRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-24,055
Closed -$395K – 2155
2019
Q4 		$395K Buy
24,055
+5,620
+30% +$94.8K ﹤0.01% 1244
2019
Q3 		$333K Buy
18,435
+300
+2% +$4.94K ﹤0.01% 1298
2019
Q2 		$306K Buy
+18,135
New +$287K ﹤0.01% 1357

Other funds holding LMRK

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CS
Capital Square Chattanooga, Tennessee $217M AUM 13.95% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Creative Planning's LMRK Position: Q1 2020 in Review

Creative Planning sold out of Landmark Infrastructure Partners LP Common Units (LMRK) in Q1 2020, closing a stake of 24,055 shares — an estimated $395K sold.

Creative Planning first reported a position in LMRK in Q2 2019 and held it in 3 quarters. The position peaked at $395K in Q4 2019. 56 funds tracked by Wall St. Rank hold LMRK as of Q1 2020.

  • Creative Planning reported no remaining Landmark Infrastructure Partners LP Common Units position as of Q1 2020 after selling out during the quarter.
  • Creative Planning sold 24,055 Landmark Infrastructure Partners LP Common Units shares in Q1 2020, an estimated $395K.
  • Creative Planning first reported a position in Landmark Infrastructure Partners LP Common Units in Q2 2019 and held it in 3 quarters.
  • Creative Planning's Landmark Infrastructure Partners LP Common Units position peaked at $395K in Q4 2019.
  • 56 funds tracked by Wall St. Rank held Landmark Infrastructure Partners LP Common Units as of Q1 2020.

Based on Creative Planning's 13F filing for Q1 2020, filed 5 May 2020.